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Atria Wealth Solutions, Inc.: COIN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Wealth Solutions, Inc. on COIN, newest first. How the timeline and the estimate are built.

Atria Wealth Solutions, Inc. held 12,333 COIN shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 12,333 shares
    Change vs previous 13F -2,813 shares

    0.1% of the 13F portfolio, value $4,337,552.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 15,146 shares
    Change vs previous 13F +1,807 shares

    0.03% of the 13F portfolio, value $2,608,666.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 13,339 shares
    Change vs previous 13F +5,266 shares

    0.04% of the 13F portfolio, value $3,312,084.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 8,073 shares
    Change vs previous 13F -1,079 shares

    0.02% of the 13F portfolio, value $1,438,448.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 9,152 shares
    Change vs previous 13F -913 shares

    0.02% of the 13F portfolio, value $2,033,836.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 10,065 shares
    Change vs previous 13F +2,689 shares

    0.03% of the 13F portfolio, value $2,668,540.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 7,376 shares
    Change vs previous 13F +1,806 shares

    0.02% of the 13F portfolio, value $1,282,811.

    13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 5,570 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $418,196.

    13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).